Invest In Your Future
How do you make the right financial plan and prepare a solid retirement plan?
At HollisWealth Ancaster, let us help you create a financial plan that is right for you and gives you financial peace of mind.
Welcome to HOLLISWEALTH ANCASTER
Customized Financial Planning & Investing
There is no such thing as a one-size-fits-all strategy when it comes to financial planning. So when we work with you to create your financial plan, we always take into account your unique mix of investment, insurance, tax and estate requirements. This way we can work with you to create a financial plan that is custom made for you that will help you reach your financial goals.
Plan
What Makes Us Different?
You work hard for your money, so controlling your risks and minimizing taxes is very important. We understand which is why we will work with you to get the most out of your investments to help you achieve your financial goals and future.
Diversify
Financial Advisors Ancaster
Financial planning is an important process that can help you achieve your financial goals. We specialize in creating custom financial plans for our clients that cover all important issues so nothing is left to chance.
Manage
Personal Wealth Management
We have access to some of the biggest and best private wealth management firms in the country. Our private wealth management solutions provide our clients with access to actively managed products that are custom-selected to meet your needs.
One Size Fits One
Create a Strategy That Works For You
We will assist you in building a financial portfolio that is customized to meet your unique investment needs. Your portfolio will be regularly monitored on an individual basis so you can feel confident in your investments.
How We Work. Our Mission & Values
We promise to gain an understanding of your unique financial needs, draw upon all our resources and skills to provide you with financial solutions that are right for you and your family. This is a partnership built on trust to handle the complexities of wealth planning. HollisWealth Ancaster brings together professionals from multiple disciplines — insurance, investments, tax, legal and estate planning — and ensures a holistic approach to helping you achieve financial goals.
Financial Services
At HollisWealth Ancaster we strive to provide professionals and their families with the confidence to pursue what they desire in life.
Retirement Planning
Did you know that half of Canadians say they hope to retire before age 60? That’s a great goal, but hope is not a plan. What is your retirement plan? Find out about our proven strategies for retirement planning success.
Estate Planning
Proper estate planning can save thousands of dollars and it doesn’t matter if the estate is big or small. Every dollar matters. What is a “deemed disposition tax?” Find out how proper estate planning can help reduce the overall tax bill for your estate.
Tax Planning
Most people think that tax planning is just something that takes place every April. Every day, you engage in financial transactions that are taxable and unfortunately, some taxes cannot be avoided, but others can be reduced or eliminated altogether with careful tax planning. Find out what our tax planning professionals can do for you.
Financial Planning
An amazing financial plan is more than just a basic investment strategy. Sound financial planning principles involve the big picture: analyzing estate taxes, income taxes, education funds, and insurance coverage. Find out how we can tailor a custom financial plan that fits your lifestyle and financial goals.
Portfolio Analysis
Do you know what your financial asset allocation is? If not, it’s time for a portfolio analysis. The number of equities, fixed-income investments, and cash in your account will determine your long-term rate of return. Find out if your risk level is too high and if you’re on track to meet your goals.
Financial Advisors Hamilton
Let Us Help You Take Your Money To New Heights
Contact
Get In Touch
We are committed to exceptional client service. Our team of professional financial advisors is available by phone or email, and each of us looks forward to meeting you in person.
HollisWealth Ancaster
We believe your success relies on the relationship you have with your advisor, the advice you receive to improve your life, and the fees you pay to achieve your life goals. Our clients are our first priority.
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products provided through Hollis Insurance.